SFP
ISTB icon

Strategic Financial Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Strategic Financial Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Sell
27,283
-187,041
-87% -$9.03M 0.5% 39
2026
Q1 		$10.4M Buy
214,324
+50,243
+31% +$2.45M 4.49% 6
2025
Q4 		$8M Buy
+164,081
New +$8.01M 3.46% 8
2025
Q2 		– Sell
-7,406
Closed -$358K – 78
2025
Q1 		$358K Sell
7,406
-106,760
-94% -$5.13M 0.19% 53
2024
Q4 		$5.45M Buy
114,166
+106,279
+1,348% +$5.1M 2.78% 10
2024
Q3 		$384K Sell
7,887
-270
-3% -$13K 0.2% 51
2024
Q2 		$386K Sell
8,157
-2,895
-26% -$137K 0.21% 49
2024
Q1 		$524K Sell
11,052
-400
-3% -$19K 0.29% 48
2023
Q4 		$545K Sell
11,452
-3,438
-23% -$161K 0.32% 42
2023
Q3 		$691K Sell
14,890
-6,364
-30% -$296K 0.42% 32
2023
Q2 		$991K Sell
21,254
-143,539
-87% -$6.74M 0.56% 29
2023
Q1 		$7.77M Sell
164,793
-73,412
-31% -$3.44M 4.76% 7
2022
Q4 		$11.1M Buy
238,205
+192,628
+423% +$8.91M 6.75% 6
2022
Q3 		$2.1M Sell
45,577
-2,366
-5% -$112K 1.34% 15
2022
Q2 		$2.27M Buy
47,943
+29,238
+156% +$1.4M 1.33% 15
2022
Q1 		$906K Sell
18,705
-5,766
-24% -$285K 0.46% 29
2021
Q4 		$1.23M Buy
24,471
+17,306
+242% +$876K 0.61% 23
2021
Q3 		$366K Buy
+7,165
New +$367K 0.2% 49

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Strategic Financial Partners's ISTB Position: Q2 2026 in Review

Strategic Financial Partners reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 87% in Q2 2026, selling an estimated $9.03M and leaving 27,283 shares worth $1.32M. The position accounts for 0.5% of the portfolio, ranked #39.

Strategic Financial Partners first reported a position in ISTB in Q3 2021 and has held it in 18 quarters since. The position peaked at $11.1M in Q4 2022. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Strategic Financial Partners held 27,283 shares of iShares Core 1-5 Year USD Bond ETF worth $1.32M as of Q2 2026.
  • Strategic Financial Partners sold 187,041 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $9.03M.
  • iShares Core 1-5 Year USD Bond ETF made up 0.5% of Strategic Financial Partners's portfolio in Q2 2026, its #39 holding.
  • Strategic Financial Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Strategic Financial Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $11.1M in Q4 2022.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.